Go to Settings at the bottom of the left menu. Settings are grouped into Profile Settings (just for you) and General Settings (for your whole company).
Profile Settings
Personal – your photo, name, email, and phone.
Password – change your password.
Notifications – choose which alerts you get by email and push. See Set Up Your Profile and Notifications.
General Settings
General – your company name, logo, address, and phone.
Contacts – company contacts drivers can see in the app.
Links (Old forms) – links to forms from other form builders.
Tags – labels for grouping drivers, vehicles, and trailers.
Custom Fields – extra fields for drivers, vehicles, and trailers.
Doc Types – document types and their rules. See Doc Types.
Maintenance Types – types for maintenance records (Maintenance module).
Divisions – separate company documents by division.
Notifications – email reports to people who don't log in. See Report Recipients.
Other Settings – Company ID, modules, and workflow options (below).
Driver App – what drivers can see and do. See Driver App Settings.
Integrations – connect Samsara, Motive, Platform Science, Isaac, or Geotab.
Users and Roles – team members and what they can access.
AI Credits – your AI credit balance and usage (below).
Activity Log – a history of changes across your account.
Subscription – self-serve plans only, at the bottom of the menu, for the account that owns the subscription. Opens billing in Stripe to see invoices and update your payment method. Enterprise plans are managed through support.
Other Settings
Company ID – the ID drivers enter when they log in to the driver app with a username. Make sure it's something that works for you.
Company Equipment Portal – your company's public documents path and QR code.
Models – turn on the modules you use: Maintenance, Safety, Recruiting, and Vault. Each one then appears in the left menu.
Required
Doc Type Required – requires a Doc Type on every document. We recommend turning this on to stay organized. When it's on and you assign a driver to a truck or trailer that's missing required documents, you'll see a warning and can choose whether to continue.
Division Required – requires a division to be selected. Only use this if you run multiple divisions.
Workflow
Auto-extract DOT Inspection – AI creates DOT inspections from inspection reports drivers send through File Drop.
DVIR – sends drivers daily DVIR reminders.
DOT Inspect – set a default Inspection Site and Inspector Name for the DOT Inspect form.
AI Credits
Go to Settings > AI Credits to see your available credits and a history of how they were used, including the user, use case, and points. AI features such as AI Upload (Document Auto-fill), DPB AI Chat (AI Question), Import with AI, and Auto-extract DOT Inspection use credits.
Each company starts with 100 credits. To add more, contact support.